During Your Programme
Gateway & End-point

Getting Started with your Fundraiser Apprenticeship

Welcome to your Fundraiser Apprenticeship with The JGA Group. This page will help you get started with your apprenticeship.

On this page:

Apprenticeship Overview

The Fundraiser apprenticeship programme is an 18-month programme and the standard is made up of 10 core modules. Seminars are held remotely via Teams or Zoom, supplemented with online learning tools and self-study materials. Progress is recorded via an online tool (OneFile).

It is a requirement of the government that over the course of the apprenticeship you spend at least 20% of your time completing activities which are not part of your day-to-day job role. This is called off-the-job training. If you do not have GCSE/O Level grades A-C/4-9 in English and maths, JGA will provide you with teaching to achieve an equivalent Functional Skills qualification.

View the official apprenticeship standard

Module Summary

  • Introduction to the apprenticeship and learning styles
  • Introduction to fundraising and fundraising techniques
  • Regulation and finance for fundraisers
  • Ethical issues for fundraisers
  • Strategic analysis and planning tools and their use in different contexts
  • Conducting a fundraising audit of your own organisation
  • Working with others to deepen knowledge and understanding
  • Data management and compliance
  • The role of qualitative and quantitative data
  • Data analysis and insight
  • Data interpretation – How to understand, interpret and derive conclusions
  • Applying learning from external research about donor motivations to your organisation’s supporter experience
  • Techniques to gain supporter insight from your charity’s audiences
  • The benefits of strategic planning 
  • The steps in developing a fundraising plan including the 8 P’s   
  • The supporter lifecycle  
  • Implementing a test, refine, rollout approach 
  • What to measure
  • Develop a case for support tailored to different audiences from individual giving, through to a case for support toolkit to support high-value funding applications and proposals 
  • Use different communication styles for different situations in prospect/funder meetings and pitches
  • Methods of communication for internal & external stakeholders
  • Communicating mission, goals and activities to influence others
  • Approaching and engaging new and existing supporters
  • Adapting style and technique to meet the needs of your audience
  • Designing fundraising and marketing materials
  • Initiatives and strategies to tackle key issues and create change
  • Managing difficult conversations internally and externally
  • Working with and influencing senior managers and Trustees
  • Briefing colleagues and volunteers ahead of events and meetings
  • Fundraiser wellbeing and how to support a culture of fundraising
  • Supporter care and a supporter focused culture
  • The impact of supporter care on the supporter experience and stewardship
  • The fundraising promise
  • Monitoring, evaluating and reporting on fundraising
  • Using data management and analysis to support and/or review activity
  • Identifying key measures
  • Elementary financial principles
  • Controlling, monitoring and analysing financial fundraising transactions

Simulated learning exercise involving writing a creative brief and planning a fundraising campaign to acquire, retain and develop
supporters to that brief. This will cover:

  • How to write a creative brief 
  • How to plan a fundraising campaign to acquire, retain and develop supporters 
  • How to apply their insight and understanding of supporter motivations and behaviours to develop a fundraising proposition and fundraising collateral for a given charity  
  • Apply knowledge of supporter journeys and supporter care to enhance the supporter experience  
  • Apply key principles of marketing to campaign development and proposed implementation 
  • Plan income, expenditure and ROI 
  • Work collaboratively with other learners, with sector professionals and external agencies 
  • To reflect on gaps in the KSBs detailed in the Apprenticeship Standard and put in place plans to address them 
  • Identify ways to strengthen their portfolio of evidence 
  • Work with their skills coach and employer to further develop their competencies around having professional discussions 
  • Work with their skills coach and employer to further develop their competencies around pitching, with a particular focus on delivering a case for support

All learners will start with the introduction session and the video based learning modules for regulation, finance and ethics.
Your first seminar could be any of the next six topics and you will need to complete the appropriate pre-work.

View pre-module learning and exercises

Your Tutors & Coaches

Joel Voysey MCIOF(Cert)

Joel Voysey

Harpreet Kondel

Harpreet Kondel

Fiona Stevenson

Fiona Stevenson
Skills Coach

Jemma Bailey

Jemma Bailey
Skills Coach

Jo Cowin

Jo Cowin
Progress Advisor


Explaining the Roles

There are three key roles in the team which will support your apprenticeship. Some members of staff cover more than one of these.

Your tutor will lead you through your workshops or seminars and deliver a large proportion of the knowledge elements of your apprenticeship with you.

Your coach will meet with you each month to help develop and evidence your skills and behaviours within the workplace. Your line manager will attend part of this session. They will help you gather evidence to demonstrate your overall competency.

Your learner progress adviser will help provide additional support where needed and monitor your progress. You will meet with them, and your line manager, every three months.

Your E-Portfolio: OneFile

We use One File as our e-portfolio system. This is where your assignments will be set, you will submit your work and you will log your off-the-job training.

Your regular reviews will be stored on here as will some resources for your course. You will complete a learning journal, be able to monitor your progress towards your Knowledge, Skills and Behaviours and refer to your workplace training plan.

We will provide you with training on how to use OneFile as well as ongoing support when it is needed. You can access the OneFile support page and book training via the buttons below. Contact laura.maria@jga-group.co.uk if you need more help.

Access OneFile
Support & FAQs
Book Training

Laura Maria
Systems Support Executive


Mandatory Units

The JGA Group is strongly committed to practices that protect children, young people and adults from the risk of abuse, neglect or significant harm. Staff recognise and accept their responsibility to develop an awareness of the risks and issues involved with Safeguarding.

Therefore, as part of your enrolment process for your apprenticeship, we require you to complete the JGA Safeguarding – ETF Learners Side-by-Side Courses. Which will introduce you to key topics within Safeguarding.

Side-by-Side is a Prevent resource for learners from the Education and Training Foundation.

The modules will cover:

  • Radicalisation and Extremism
  • Staying Safe Online
  • What can you trust?
  • British Values

Please create a login and complete the Side-by-Side training.

Create account

You will be required to complete the module and assessment (short quiz) for the topics in order for you to unlock your certificate.

When you have achieved all four modules mentioned above, please download your certificates, attach and submit them to your assigned task named: JGA Safeguarding (This task will be assigned to you on OneFile after attending your OneFile training session).

Once your certificates have been checked, you will complete your JGA Safeguarding learning aim and it will appear as 100% completed.

Workplace Training Plan

A Workplace Training Plan will be developed with you, your Line Manager and your JGA skills coach.

This will include specific role related learning or activities to help you achieve the Knowledge, Skills and Behaviours (KSBs) required by the apprenticeship standard.

It will help you to evidence your progress and meet the 20% off the job training requirement.

It is a key tool to individualise the apprenticeship to your needs and that of the business.

Programmed Activities

Workplace Training Plan

A Workplace Training Plan is developed with you, your Line Manager and JGA to agree the off-the-job training provided. It will include any specific role related training needs you have to connect with your KSB’s (Knowledge, Skills and Behaviours) and career aspirations.

Delivery to meet the 20% off the job is defined in detail within the workplace training plan. It is a key tool to individualise the apprenticeship to your needs and that of the business.

Programmed Activities

Learner Handbook

Alongside this learner zone, the apprenticeship handbook will help guide you through your apprenticeship.

View Learner Handbook

Safeguarding, Prevent, Welfare & British Values

Susan Prestridge
Susan PrestridgeSafeguarding & Prevent Officer
There is nothing more important than keeping you safe. If you or someone you know is at risk, click on the button below to raise your concerns.

We are strongly committed to practices that protect your from risk of abuse, neglect or significant harm. Our staff recognise and accept their responsibility to develop an awareness of the risks and issues involved in safeguarding. All staff and learners should have zero tolerance for abuse, bullying, neglect and violence.

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Prevent is about safeguarding people and communities from the threat of terrorism. At the heart of Prevent is safeguarding children and adults and providing early intervention to protect and divert people away from being drawn into terrorist activity.

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We provide expert support to help you on your apprenticeship journey. This includes mental health and neurodiversity, careers guidance and academic and financial challenges.

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We want to help you achieve your full potential. We offer careers consultancy to ensure you have impartial and constructive information and guidance to help you decide and then to action your career decisions.

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We aim to create an equal, diverse, inclusive and respectful culture. All of us contribute towards this culture through our actions and words. JGA aims to address any barriers to equality in our systems, policies and decision making as well as in our behaviour and ways of working.

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The Fundamental British Values underpin what it is to be a citizen in a modern and diverse United Kingdom, valuing our community and celebrating diversity.

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There is a code of conduct which applies to you and all learners on JGA’s programmes. This lays out the expectations for your behaviour whilst on the apprenticeship.

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